Mosaique Insights: Issue 10

cover cropped.jpg

How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?”

- Dr. Seuss

As we are entering the final innings of 2022, we take some time to reflect on this past year.

A year, in which a lot happened, a year, that challenged us in different ways, not only as investors, but also as human beings. Our thoughts remain with those hurt by the dreadful conflict still raging.

In hindsight, geopolitics took centre stage once again, not only significantly impacting the global economy and financial markets, but also resetting international relations and commerce.

In this edition of Mosaique Insights, we take a look at how we’ve navigated this past year with insights from our strategy and portfolio management teams. We include an interview with the Head of our newly opened Israel office, Gerry Livnat, we provide you with some topical insights into the world of cybersecurity and shed some light on the geopolitical events that have shaped this year so profoundly.

We hope you enjoy this edition of Mosaique Insights, we wish you a merry Christmas, frohe Weihnachten, joyeux Noël and we look forward to seeing you in 2023!

Laurent Gagnebin
CEO, Rothschild & Co Bank AG


Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG


Read more articles

  • Rothschild & Co hires Brandon Aebersold and Parry Sorensen as Managing Directors in North America

    Press releases

    Senior hires bolster the firm’s Restructuring team in the United States.

  • Asset Management: Monthly Macro Insights - July 2024

    Market Commentary

    Business confidence fell at the end of Q2-24, casting doubts on the positive momentum going into the second half of the year, while rising political uncertainty add to an already complicated conduct of monetary policy.

  • French election

    Strategy Blog

    In the second round of France's parliamentary election, Marine Le Pen's RN unexpectedly fell from first to third place as a result of widespread tactical voting and targeted withdrawals by other parties. In this blog we assess the potential economic impact of the vote.

  • Polls, policy and portfolios

    Perspectives podcast

    As we enter the second half of the year, political developments continue to hold our attention. However, what concerns us as citizens does not always align with what affects us as investors.

  • First thoughts on the UK election

    Strategy Blog

    A decisive election result means that Labour will form a government for the first time in 14 years and Sir Keir Starmer will become Prime Minister today. In this strategy blog we take an early look at the potential economic consequences of this change in government.

  • Few US stocks drive global markets

    Monthly Market Summary

    US mega-cap names led a narrowly-focused advance in June's stock markets while president Macron’s snap election announcement added uncertainty to European markets.

Back to top